Briefs & Updates
Our research is primarily available on a subscription basis – which includes all of our industry research across the LNG, Energy Infrastructure, & Renewables sectors, on-demand access to our analyst teams and experts in New York & Houston, our W|EPC Database, relevant satellite images, and more. However, we do make certain reports available on a one-off basis, as highlighted below:
W|EPC: Gorgon LNG – Assessing Potential Operational Contributors To Kettle Cracks, Mid-October A More Likely RestartAugust 2020
Gorgon LNG – Pump The Breaks On Crack Narrative: While potential fabrication errors have been the primary narrative around the Propane Kettle cracks that shut down Gorgon LNG, it’s feasible that operational issues (and one in particular) may have contributed or even partially caused the cracks on Train-2’s kettles, which could have significant and more complex implications.
Regulatory Background: Vogtle is regulated by the Georgia Public Service Commission (GPSC). GPSC’s primary role is to protect rate payers & determine if project costs can be justifiably passed-through via utility rates.
Headcount, Parking Data Suggest Material EPC Inflation
In light of yesterday’s announcement that the Shell led LNG Canada project was cutting its staffing levels in half over the coming days, we felt it worthwhile to pass along our LNG Canada Update from late February, along with a slide on our updated thoughts.